by Stephen Morris, CPA, MBT, CCIM | Mar 11, 2026 | Uncategorized
DESCRIPTION: California’s Senate Bill 8 has a little-known provision that can turn a vacant property into a forced affordable housing obligation — and most developers don’t find out until it’s too late. In this video, Stephen Morris (CPA, MBT,...
by Stephen Morris, CPA, MBT, CCIM | Feb 19, 2026 | Uncategorized
As we often discuss here at Advise RE, growth creates complexity. What starts as a simple business with clean books and steady revenue can quickly evolve into multi-state payroll, layered revenue streams, partner distributions, and major tax exposure. The question...
by Stephen Morris, CPA, MBT, CCIM | Feb 16, 2026 | Uncategorized
1031 Exchanges & Partnerships: How the Drop and Swap Strategy Works As we often discuss at Advise RE, 1031 exchanges are powerful tax-deferral tools — but they become significantly more complicated when you own property with partners. One of the most common...
by Stephen Morris, CPA, MBT, CCIM | Feb 12, 2026 | Uncategorized
As we often discuss here at Advise RE, commercial real estate financing is fundamentally different from residential mortgages. Many investors assume they can approach a 20-unit apartment building the same way they financed a single-family rental — and that assumption...
by Stephen Morris, CPA, MBT, CCIM | Feb 9, 2026 | Uncategorized
? Watch the full video here:https://youtu.be/mFU8GfFESzw As we often discuss here at AdviseRE, some of the most valuable tax deductions are also the most misunderstood. The home office deduction is a perfect example. Many business owners assume that working from home...
by Stephen Morris, CPA, MBT, CCIM | Feb 9, 2026 | Uncategorized
As we often discuss here at Advise RE, investing in real estate internationally introduces an entirely new layer of tax complexity. One of the most common areas where U.S. investors get tripped up is the assumption that a “tax-free” country means a tax-free...
